ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 139 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 1.57 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,583 | -10.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,758 | +3.7% | 24 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,695 | +3.4% | 24 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,640 | -18.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | +100.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $1,000 | – | 24 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Franklin, Parlapiano, Turner & Welch, LLC | 402,871 | $28,450,785 | 9.05% |
| Ascension Capital Advisors, Inc. | 73,730 | $5,206,813 | 4.02% |
| CASTLE WEALTH MANAGEMENT LLC | 43,595 | $3,078,679 | 2.38% |
| Capital Asset Advisory Services LLC | 393,169 | $27,765,577 | 2.06% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 32,299 | $2,280,983 | 1.46% |
| H&H Retirement Design & Management INC | 20,190 | $1,434,893 | 0.91% |
| Navis Wealth Advisors, LLC | 7,767 | $548,524 | 0.60% |
| Keeley-Teton Advisors, LLC | 67,751 | $4,784,568 | 0.59% |
| Sovereign Financial Group, Inc. | 19,747 | $1,394,560 | 0.52% |
| Avestar Capital, LLC | 37,236 | $2,629,606 | 0.47% |